Putnam Investments’s Surgery Partners SGRY Stock Holding History

Putnam Investments’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-89,171	Closed	-$2.58M	–	1204
2022 Q2	$2.58M	Sell	89,171 -32,927	-27%	-$1.44M	﹤0.01%	689
2022 Q1	$6.72M	Buy	+122,098	New	+$6.04M	0.01%	429
2017 Q1	–	Sell	-114,601	Closed	-$1.82M	–	1283
2016 Q4	$1.82M	Buy	114,601 +25,681	+29%	+$427K	﹤0.01%	864
2016 Q3	$1.8M	Sell	88,920 -44,901	-34%	-$825K	﹤0.01%	876
2016 Q2	$2.4M	Hold	133,821	–	–	0.01%	868
2016 Q1	$1.77M	Buy	133,821 +22,784	+21%	+$352K	﹤0.01%	982
2015 Q4	$2.27M	Buy	+111,037	New	+$2.12M	0.01%	944

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Putnam Investments's SGRY Position: Q3 2022 in Review

Putnam Investments sold out of Surgery Partners (SGRY) in Q3 2022, closing a stake of 89,171 shares — an estimated $2.58M sold.

Putnam Investments first reported a position in SGRY in Q4 2015 and held it in 7 quarters. The position peaked at $6.72M in Q1 2022. 138 funds tracked by Wall St. Rank hold SGRY as of Q3 2022.

Putnam Investments reported no remaining Surgery Partners position as of Q3 2022 after selling out during the quarter.
Putnam Investments sold 89,171 Surgery Partners shares in Q3 2022, an estimated $2.58M.
Putnam Investments first reported a position in Surgery Partners in Q4 2015 and held it in 7 quarters.
Putnam Investments's Surgery Partners position peaked at $6.72M in Q1 2022.
138 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2022.

Based on Putnam Investments's 13F filing for Q3 2022, filed 14 Nov 2022.